Virtual Tax Associate: Returns, Deductions & Compliance

Wynen's; Park Ridge (IL); À distance; USD 55 000 - 75 000; Plein temps

Résumé du poste

Wynen's is seeking a Tax Associate to provide virtual tax assistance by preparing, reviewing, and validating individual tax returns. You will review documents, guide customers through software, and explain credits and deductions while ensuring regulatory compliance and thorough record-keeping.

The role emphasizes clear communication, strong tax knowledge, and research ability to resolve complex questions in a data-driven, customer-focused environment.

Qualifications

• Strong tax knowledge.
• Attention to detail.
• Clear communication.
• Research ability.
• Commitment to compliance and customer-focused support.

Responsabilités

• Review financial documents and ensure accurate preparation and checking of individual returns.
• Guide customers through tax preparation software, clearly explaining credits, deductions, and applicable IRS/state requirements.
• Research and resolve complex tax questions to support compliant customer outcomes.
• Ensure filings follow current tax regulations and maintain full compliance.
• Document and maintain accurate records of customer interactions.
• Work collaboratively in a data-driven environment to improve customer support quality.

Connaissances

Tax knowledge

Attention to detail

Clear communication

Research ability

Compliance

Customer-focused support

Description du poste

Wynen's is seeking a Tax Associate to provide virtual tax assistance by preparing, reviewing, and validating individual tax returns. You will review documents, guide customers through software, and explain credits and deductions while ensuring regulatory compliance and thorough record-keeping.

The role emphasizes clear communication, strong tax knowledge, and research ability to resolve complex questions in a data-driven, customer-focused environment.